Summit Securities Group’s Skywest SKYW Stock Holding History

Summit Securities Group’s Portfolio SKYW Stock Details SKYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,000	Closed	-$33K	–	1359
2022 Q3	$33K	Sell	2,000 -500	-20%	-$10.6K	﹤0.01%	668
2022 Q2	$53K	Buy	+2,500	New	+$65.7K	0.01%	536

Other funds holding SKYW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Securities Group's SKYW Position: Q3 2023 in Review

Summit Securities Group sold out of Skywest (SKYW) in Q3 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in SKYW in Q2 2022 and held it in 5 quarters. The position peaked at $64K in Q2 2022. 202 funds tracked by Wall St. Rank hold SKYW as of Q3 2023.

Summit Securities Group reported no remaining Skywest position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 1 Skywest share in Q3 2023.
Summit Securities Group first reported a position in Skywest in Q2 2022 and held it in 5 quarters.
Summit Securities Group's Skywest position peaked at $64K in Q2 2022.
202 funds tracked by Wall St. Rank held Skywest as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.